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Unprecedented Demand For Nvidia's GB200 Drives Accelerated Production: 'Taiwan Engineers Are Working Incredibly Hard,' Says Expert - Microsoft (NASDAQ:MSFT), Amazon.com (NASDAQ:AMZN)

Summary by Benzinga
The insatiable demand for Nvidia Corp.’s (NASDAQ:NCDA) cutting-edge GB200 and upcoming GB300 systems is driving an unprecedented acceleration in production, according to Clark Tang, a Partner at Altimeter Capital, who recently spent a week engaging with the chipmaker’s supply chain partners in Taiwan. What Happened: Tang’s insights, shared via an X post, paint a picture of intense activity and significant breakthroughs in manufacturing, despite …

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Benzinga broke the news in New York, United States on Monday, May 26, 2025.
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